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Overstated share count
Financial Statements
60% of the time it works every time
accounting fraud
Accounting restatement
Aggressive Accounting
AMZN
atrocious accounting
Beat & Raise through 2020
cant get lower than zero
cash rich
Complex Accounting
death spiral here we come
Declining FCF
Deferred Tax Asset
Depressed Earnings
DOJ
Earnings Miss
Earnings Quality or Lack Thereof
EBITDA and op inc irrelevant
Exaggerated upside
Fraud
fundamentally worthless
Goodwill Impairment
GREY MARKET DIVERSION
idea w/o fincls or valuation
If the numbers suck just don't report them
IFRS
Is it going to zero?
Lowly Leveraged
Management in denial
Negative Earnings Revision
No Debt
Non-GAAP Numbers
Non-Recurring Expense
Off Balance Sheet Liabilities
Over-Earning
Overcapitalized
Overstated Earnings
Overstated Liabilities
Overstated Revenue
Overstated share count
peak margins at top of the cycle
Pension Liabilities
poor disclosure
Poor FCF Generation
Poor working capital management
Positive Earnings Revision
Potential Dilution
Potential Dividend Increase
Potential Dividend Initiation
Potential Dividend Reinstatement
Potential Tax Rate Reduction
real estate assets
Replacement Cost
replacement value
Restatement
Revenue Growth
Revenue Transition
S/O cannibalization
share shrinker
Solvency II
Stock Based Comp
Strong Balance Sheet
Understated Earnings
Value line analysis
Volatile Earnings
Weak Balance Sheet
What about the set-top box profit pool?!??
winner winner pumpkin pie dinner
Yield will widen ove time
IDEA
AUTHOR
PUBLISHED DATE
Bollore
BOL FP
om730
01/13/2017
SUBJECT
AUTHOR
POSTED DATE
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